Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Old Mission Capital LLC (+2.3%).
6 tracked 13F filers disclose a position in TAXS as of the latest SEC 13F filings, a combined $84.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 1.6M | $81.1M | ▲+19% Added · +260K sh | Q1 2026 | |
| 2 | Jane Street Group, LLC | 18K | $897K | ▼−39% Reduced · −12K sh | Q1 2026 | |
| 3 | JPMorgan Chase & Co | 18K | $894K | —Held | Q1 2026 | |
| 4 | Old Mission Capital LLC | 17K | $866K | ▲+2.3% Added · +392 sh | Q1 2026 | |
| 5 | EJMK Ventures LLC | 13K | $647K | ▲+36% Added · +3K sh | Q2 2026 | |
| 6 | Citadel Advisors LLC | 11K | $531K | ▲New +11K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in TAXS and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $341.1M |
| Vanguard S&P 500 ETFVOO | 2 funds | $166.4M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $78.2M |
| Vanguard Ftse Developed ETFVEA | 2 funds | $72.3M |
| Taiwan Semiconductor-SP ADRTSM | 2 funds | $59.9M |
| Tesla IncTSLA | 2 funds | $40.4M |
| ASML Holding NV-NY Reg SHSASML | 2 funds | $23.8M |
| Nvidia CorpNVDA | 2 funds | $18.4M |
| Vanguard Total Bond MarketBND | 2 funds | $16.6M |
| Avantis Emerging Markets ValAVES | 2 funds | $13.5M |
| Avantis Intl S/C Value ETFAVDV | 2 funds | $11.9M |
| Flexshares Global Upstream NGUNR | 2 funds | $11.2M |
Ranked by how many of TAXS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAXS.
| Class | 13F holders | Value held |
|---|---|---|
| TAXIINTERMEDIATE TAX | 6 funds | $118.8M |
| TAXSthis pageSHORT-TERM TAX | 6 funds | $84.9M |
| 665162160FUND | 6 funds | $8.0M |
| TAXTTAX-EXEMPT BD | 5 funds | $57.1M |
| TIPA2030 INFLATION-L | 5 funds | $10.0M |
| 6651621862030 TAX-EXEMPT | 3 funds | $5.1M |
| TIPC2045 INFLATION-L | 3 funds | $2.1M |
| NOSIXOPEN END TAXABLE NO LOAD FUND | 3 funds | $1.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TAXS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TAXS/capital-change-brief"
Use Arkolith's capital_change_brief for TAXS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TAXS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.